William Trochim


William Trochim

435 Kennedy Hall
Policy Analysis and Management
Phone: 607-255-0887 Fax: 607-255-1150
Email: wmt1@cornell.edu
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Curriculum Vitae
Biographical Statement:

Prof. Trochim received his Ph.D. from the Department of Psychology at Northwestern University in the area of Methodology and Evaluation Research. His research is in the area of applied social research methodology, with an emphasis on program planning and evaluation methods. He has developed a number of methodologies that are widely used in the behavioral, social and medical sciences. Prof. Trochim has taught evaluation and research methods at both the undergraduate and graduate levels at Cornell since 1980 and has mentored over fifty Ph.D. students in evaluation. He has written a number of books, including several widely used introductory research methods texts, and articles that have appeared in American Journal of Evaluation, New Directions for Program Evaluation, Evaluation and Program Planning, Evaluation Review, the American Journal of Public Health, Journal of Clinical Epidemiology, Consulting and Clinical Psychology, Controlled Clinical Trials, Performance Improvement, and Medical Decision Making, among others. He served as President of the American Evaluation Association (AEA), has served multiple terms on its Board of Directors and was the founding Chair of the AEA Evaluation Policy Task Force. Prof. Trochim is the developer of the concept mapping methodology and software that has been used for a variety of conceptualization purposesin hundreds of contexts and settings.

Prof. Trochim is one of the leaders in the emerging area of evaluating large research center grant initiatives, especially within the National Institutes of Health (NIH) and National Science Foundation (NSF) research systems. He was a core member of a special National Cancer Institute (NCI) effort on systems thinking and modeling called the Initiative on the Study and Implementation of Systems (ISIS) project, is a co-author of a monograph on this project, and is lead author of an article on challenges of systems thinking and modeling in public health in a special issue of the American Journal of Public Health. In his role as Director of Evaluation for Extension and Outreach, Prof. Trochim has developed the Systems Evaluation Protocol and implemented it in hundreds of education and outreach programs, including many NSF-funded STEM programs.
Prof. Trochim is the Director of Evaluation for the Weill Cornell Clinical and Translational Science Center -- a collaboration of Weill Cornell Medical College, Memorial Sloan Kettering Cancer Center, The Hospital for Special Surgery, Hunter College and Cornell Cooperative Extension -- and participates actively in the NIH Clinical and Translational Science Awards national evaluation. He helped develop evaluation systems for the HIV/AIDS Clinical Trials Networks of the Division of AIDS (DAIDS) of the National Institute of Allergies and Infectious Diseases (NIAID). He is actively engaged in research with the National Science Foundation incorporating systems approaches in the evaluation of Science, Technology, Engineering and Mathematics (STEM) education programs. He is collaborating with Yale University on the evaluation of the National Academies Scientific Teaching Alliance's Summer Institute for Undergraduate Education in Biology. And, as Director of Evaluation for Extension and Outreach, Prof. Trochim works with Cornell University Cooperative Extension programs throughout New York State on planning and implementing evaluation systems for their outreach and education programs. Prof. Trochim was President of the American Evaluation Association (AEA), the leading professional organization in the field of evaluation, and served several terms on the AEA Board of Directors.

Current Professional Activities:

2011-present    Executive Committee, National Academy of Sciences Teaching Alliance (NASTA) 

2011-present    External Advisory Board, Clinical and Translational Science Institute (CTSI), NIH Clinical and Translational Science Award (CTSA), University of Minnesota

2011-present  External Advisory Board, Institute for Clinical and Translational Science (ICTS), NIH Clinical and Translational Science Award (CTSA), University of California, Irvine

2010-present    External Advisory Board, Institute for Clinical and Translational Research (ICTR), NIH Clinical and Translational Science Award (CTSA), University of Wisconsin School of Medicine and Public Health

Current Research Activities:

Prof. Trochim's research is concentrated in the general area of evaluation and research methodology. His research is broadly on the development and assessment of new evaluation and research methodologies and their use in managing and enhancing social policies and programs. He primarily tests new methods in several subject areas including in STEM (science, technology, engineering and mathematics) education and in in the study of large-scale scientific and biomedical research. Dr. Trochim developed several important quasi-experimental alternatives to randomized experimental designs, including the regression discontinuity and regression point displacement designs. He created a structured conceptual modeling approach that integrates participatory group process with multivariate statistical methods and enables collaborative groups to generate concept maps and models useful for theory development, planning and evaluation. He has published widely in the areas of applied research methods and evaluation including the books: Research Design for Program Evaluation: The Regression-Discontinuity Approach (1984), Concept Mapping for Planning and Evaluation (2005), Research Methods: The Concise Knowledge Base (2005), and the Research Methods Knowledge Base (2007). Dr. Trochim is currently conducting research with the National Institutes of Health on the evaluation of biomedical clinical and translational research and with the National Science Foundation on evaluating science, technology, engineering and mathematics (STEM) education programs.

Current Extension Activities:

As the Director of Evaluation for Extension and Outreach, Prof. Trochim supervises statewide efforts to enhance program evaluation and planning in Cornell Cooperative Extension. He and the team he directs in the Cornell Office for Research on Evaluation (CORE) develop new state-of-the-art evaluation methodologies and the supporting web-based cyberinfrastructure that enables extension and outreach program managers to enhance the planning and evaluation of their efforts. In addition, he and his team have been awarded ongoing funding through the National Science Foundation to conduct research that assesses the effects of the new evaluation methods and tools they create. Their methods have been used in hundreds of extension programs in a broad range of topical areas across New York State.


1977-1980 Ph.D. Methodology and Evaluation Research
Division of Methodology and Evaluation Research
Department of Psychology
Northwestern University
Evanston, Illinois

1973-1975 M.A. with Honors, General Experimental Psychology
Department of Psychology
Southern Connecticut University
New Haven, Connecticut

1970-1973 B.A. Psychology
Loyola University (Mundelein College)
Chicago, Illinois

Related Websites:

Cornell Office for Research on Evaluation: Our website (http://core.human.cornell.edu) provides a range of general resources and links useful for evaluation work in general, and situates the Evaluation Partnership work with CCE within the larger body of research on a systems approach to evaluation that we are engaged in.  Our annual presentations at the American Evaluation Association meetings, along with other research information are linked here. 

Social Research Methods: http://socialresearchmethods.net/ One of the leading research methods websites on the Internet, this site provides the entire text of the Research Methods Knowledge Base, a leading text for undergraduate and graduate research methods courses worldwide.

Administrative Responsibilities:

  • Director of the Cornell Office for Research on Evaluation (CORE);
  • Director of Evaluation for Extension and Outreach at Cornell; and
  • Director of Evaluation of the NIH Weill Cornell Clinical and Translational Science Center.

Selected Publications:
Dollahite, J., Pijai, E., Scott-Pierce, M., Parker, C., & W., Trochim. (in press). A Randomized Controlled Trial of a Community-Based Nutrition Education Program for Low-income Parents Journal of Nutrition Education and Behavior.

Grazier, K., Trochim, W., Dilts, D., & Kirk, R. (2013). Estimating Return on Investment in Translational Research: Methods and Protocols. Evaluation & the Health Professions, 36(4), 478-491. 

Trochim, W., Rubio, D. and Thomas, V. (in press, 2013). Evaluation Guidelines for the Clinical and Translational Science Awards (CTSAs). Clinical and Translational Science.

Cappelleri, JC, Trochim, W. (2013) Regression Discontinuity Designs.  In International Encyclopedia of the Social & Behavioral Sciences.  Pergamon, Oxford.

Kane, C., Rubio, D., Trochim, W. (2013). Evaluating Translational Research. In Alving, B., Dai, K. and Chan, S. (Eds). Translational Medicine – What, Why and How: An International Perspective. Translational Research in Biomedicine, Volume 3, Karger, Basel, 110-119.

Trochim, W., Urban, J.B., Hargraves, M., Hebbard, C., Buckley, J., Archibald, T., Johnson, M., & Burgermaster, M. (2012). The Guide to the Systems Evaluation Protocol. Ithaca, NY: Cornell Digital Print Services.

Rubio, D., Sufian, M., Trochim, W. (2012). Strategies for a National Evaluation of the Clinical and Translational Science Award, Clinical and Translational Sciences, 5, 2, 138-9.

Dilts, D.M., Rosenblum, D., Trochim, W. (2012). A virtual national laboratory for reengineering clinical translational science. Science Translational Medicine, 4, 118cm2.

Kane, C. and Trochim, W.. (2011). The End of the Beginning: A Commentary on ‘Evaluation Metrics for Biostatistical and Epidemiological Collaborations’. Statistics in Medicine, 30, 2778–2782

Trochim, W., Kane, C., Graham, M., and Pincus, H. (2011). Evaluating Translational Research: A Process Marker Model. Clinical and Translational Sciences 4, 153-162

Falk-Krzesinski, H.J., Contractor, N., Fiore, S.M., Hall, K.L., Kane, C., Keyton, J., Klein, J., Spring, B., Stokols, D., and Trochim, W. (2011). Mapping a Research Agenda for the Science of Team Science. Research Evaluation 20, 143-156.

Behfar, K. J., Mannix, E. A., Peterson, R. S., & Trochim, W. M. (2011). Conflict in Small Groups: The Meaning and Consequences of Process Conflict. Small Group Research, 42(2), 127-176.

Rosas, S.R., Kagan, J.M., Schouten, J.T., Slack, P.A., and Trochim, W.M. (2011). Evaluating Research and Impact: A Bibliometric Analysis of Research by the NIH/NIAID HIV/AIDS Clinical Trial Networks. PLoS ONE 6, e17428. doi:17410.11371/journal.pone.0017428.

Börner, K., Contractor, N., Falk-Krzesinski, H.J., Fiore, S.M., Hall, K.L., Keyton, J., Spring, B., Stokols, D., Trochim, W., and Uzzi, B. (2010). A Multi-Level Systems Perspective for the Science of Team Science. Science Translational Medicine 2, cm24.

Kagan, J. M., Rosas, S. R., & Trochim, W. (2010). Integrating utilization-focused evaluation with business process modeling for clinical research improvement. Research Evaluation, , 19(4), 239–250.

Falk-Krzesinski, H. J., Börner, K., Contractor, N., Cummings, J. N., Fiore, S. M., Hall, K. L., Keyton, J., Spring, B., Stokols, D., Trochim, W., and Uzzi, B. (2010). Advancing the Science of Team Science. Clinical and Translational Sciences, 3, 5, 263-266.

Börner, K., Contractor, N., Falk-Krzesinski, H., Fiore, S.M., Hall, K., Keyton, J., Spring, B., Stokols, D., Trochim, W., and Uzzi, B., A Multi-Level Systems Perspective for the Science of Team Science, Sci Transl Med, 15 September 2010: Vol. 2, Issue 49, p. 49cm24.

Cappelleri, JC, Trochim WMK, (2010), “Cutoff Designs.” In: Chow S-C (editor), Encyclopedia of Biopharmaceutical Statistics: 3rd Edition, Revised and Expanded. New York, NY: Informa Healthcare; 2010: 386-391.

Urban, J. B., & Trochim, W. (2009). The Role of Evaluation in Research-Practice Integration: Working Toward the "Golden Spike". American Journal of Evaluation, 30(4), 538-553. [paper]

Trochim, W. M., Mark, M. M., & Cooksy, L. J. (Eds.). (2009). Evaluation Policy and Evaluation Practice. Hoboken, NJ: Jossey Bass. [paper]

Mark, M. M., Cooksy, L. J., & Trochim, W. M. (2009). Evaluation Policy: An Introduction and Overview. New Directions for Evaluation, 123, 3-12.

Trochim, W. M. (2009). Evaluation Policy and Evaluation Practice. New Directions for Evaluation, 123, 13-32. [book]

Cooksy, L. J., Mark, M. M., & Trochim, W. M. (2009). Evaluation Policy and Evaluation Practice: Where Do We Go From Here? New Directions for Evaluation, 123, 103-110. [paper]

Kagan JM, Kane M, Quinlan KM, Rosas S, Trochim WM. (2009). Developing a conceptual framework for an evaluation system for the NIAID HIV/AIDS clinical trials networks. Health Research Policy and Systems, 7:12. [paper]

Quinlan, K. M., Kane, M., & Trochim, W. (2008). Evaluation of large research initiatives: Outcomes, challenges, and methodological considerations. New Directions for Evaluation, 118, 61-72. [book]

Leischow, S. J., Best, A., Trochim, W. M., Clark, P. I., Gallagher, R. S., Marcus, S. E., Matthews, E. (2008). Systems Thinking to Improve the Public's Health. American Journal of Preventive Medicine, 35(2, Supplement 1), S196-S203. [paper]

Best, A., Trochim, W., Haggerty, J., Moor, G., & Norman, C. (2008). Systems Thinking for Knowledge Integration: New Models for Policy-Research Collaboration. In L. McKee, E. Ferlie & P. Hyde (Eds.), Organizing and Reorganizing: Power and Change in Health Care Organizations (pp. 154-166). New York, NY: Palgrave Macmillan. [book]

Trochim. W., Marcus, S.E., Mâsse, L.C., Moser, R.P., Weld, P. (2008). The Evaluation of Large Research Initiatives: A Participatory Integrative Mixed-Methods Approach, American Journal of Evaluation, 29, 1, 8-28.



Searchable Keywords:
evaluation, evaluation research, evaluation systems, systems evaluation, translational science, educational evaluation, educational assessment, educational improvement,  Program Evaluation (health sciences), Program Evaluation (social sciences), concept mapping, translational research

The information on this bio page is taken from the CHE Annual Report.